Institutional Ownership Schwab Strategic Tr Us Large C (SCHX)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX). We have compiled data on the 1,565 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
373,488
shares
|
$9.73 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
368,790
shares
|
$9.61 Million
2.49% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
367,485
shares
|
$9.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
366,480
shares
|
$9.55 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
366,285
shares
|
$9.54 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
366,118
shares
|
$9.54 Million
0.28% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Raine Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
363,465
shares
|
$9.47 Million
55.84% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
359,978
shares
|
$9.38 Million
3.75% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
358,776
shares
|
$9.35 Million
0.58% of portfolio
|
Q2 2025
Added 22.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
357,446
shares
|
$9.31 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
348,865
shares
|
$9.09 Million
1.1% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
346,728
shares
|
$9.03 Million
1.23% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
342,814
shares
|
$8.93 Million
0.35% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
339,425
shares
|
$8.84 Million
3.98% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
339,139
shares
|
$8.83 Million
3.05% of portfolio
|
Q2 2025
Added 83.29%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
336,281
shares
|
$8.76 Million
1.55% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
336,219
shares
|
$8.76 Million
1.69% of portfolio
|
Q2 2025
Added 45.97%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
334,765
shares
|
$8.72 Million
0.36% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
328,190
shares
|
$8.55 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
320,492
shares
|
$8.35 Million
2.25% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
319,223
shares
|
$8.32 Million
0.31% of portfolio
|
Q2 2025
Added 69.8%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
316,520
shares
|
$8.25 Million
1.96% of portfolio
|
Q2 2025
Reduced 69.8%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
314,770
shares
|
$8.2 Million
0.86% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
312,507
shares
|
$8.14 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
312,483
shares
|
$8.14 Million
3.97% of portfolio
|
Q2 2025
Reduced 5.56%
|